Description:
Maintain a small financial lines client portfolio by focusing on developing strong client relationships and providing a superior client service, including regular client contact, risk and insurance program administration, technical advice and business development, including collaboration with other areas in MMC / Marsh.
Ensure that accurate, efficient and timely production of all client, Insurer and policy related documentation and assist Senior Account Executive/Principals/Managing Principals as required
What is in it for you?
- Leading training and development program
- Professional environment where your career path really matters and is supported in our global organisation
- Great team environment with energetic and supportive colleagues
- Genuine work life balance
In this role you will be responsible for:
- Develop and maintain effective client relationships by understanding their needs and pro-actively responding to these needs
- Implement renewal and broking strategies based on client’s needs as required
- Liaise with the Claims team to ensure that clients’ interests are protected and claims are settled in a timely matter
- Develop and maintain sound working relationships with insurers and assist with negotiations
- Maintain outstanding renewals, credit control and other necessary reporting over client portfolio
- Recognise new business opportunities (new or expanded) and act as appropriate on them in a timely manner
- Introduce new products or broader policies as appropriate
- Adhere strictly to the Company's policies, Quality practices and other systems and procedures.
- Comply fully with the Company's Errors and Omissions avoidance policy.
- Liaise with Marsh Client Operations (MCO) to ensure timely and accurate document production, reporting and processing of (including but not limited to):
- invoices and related policy accounting documentation;
- quotation and placing slips
- information and documentation for Pre-Renewal and Broking meetings;
- client letters, draft renewal reports and insurance manuals, as requested
- certificates of currency;
- maintain up to date client records and files including the broking systems;
- collect information and follow up documentation
- assist with claim lodgement and follow up
- all other documentation.
- Mentor and assist with development of Assistant Account Executives
- Other duties as may be required from time to time.
- Acquire and maintain an awareness of the client's business, risk management and insurance needs
- Maintain technical knowledge, including all major classes of insurance, required to support the clients and business needs
- Maintain a thorough working knowledge of all aspects of the Insurance (Agents & Brokers) Act, Insurance Contracts Act, Emergency Services Levy, Stamp Duties, Worker’s Compensation and other relevant legislation